Orders

Your Marketplace Orders

When an order is placed for available products, they will appear in your Orders dashboard with all your other order types. These orders will show as Order Type ‘Marketplace’. When an order is placed, the designated Marketplace contact will receive an email notification (per order). 

Orders will have a Marketplace order number and the conventional WineDirect order number. Emails that you receive on orders will reference the Marketplace order number. The order detail screen will display that same number alongside your WineDirect order number. As default, orders will show as External and as Payment type Cash.  

Accepting/Rejecting Orders

Both Marketplace partners and wineries will have a 60-minute window from when the order initially places to reject/cancel the order. Wineries wishing to cancel an order can do so from the link in the order email. During this time, orders will not be viewable on your WineDirect instance.

No action is necessary to accept an order. Once the 60 minutes window passes, the order will automatically post to WineDirect. 

Wineries can opt out of the 60-minute window if desired. If this was not configured during your onboarding, please submit a request to marketplace@winedirect.com to have this set up for your account.

Canceling Orders

Besides the 60-minute window, orders can also be canceled once they post to your WineDirect account until there is a shipping status, allowing any unresolvable issues to be dealt with. Once there is a shipping status, the order will no longer be cancellable. As with your standard orders, they can be canceled through the Status tab on the order itself.

If an order has not been marked as shipped (with the date and tracking information), orders are considered Cancelled in Marketplace regardless if they are canceled or refunded in WineDirect.

Refunding Orders

Refunding an order will be available at any point on an order by the winery once it has been posted to the winery’s WineDirect instance.

Tax Collected

A Marketplace order can have multiple wineries, and the tax collected will be appropriately distributed to each winery based on your specific tax rate for that state. Although this does not affect the amount of tax collected, it ensures the best approach to providing an appropriate amount of tax to each winery. For wineries with ShipCompliant integrated accounts, those specific rates determine your share of the tax collected, including Nexus, if applicable. For other clients, it is based on the Wine Tax Rate in your WineDirect state profile.

Compliance

For wineries with ShipCompliant integration, orders will continue to be compliance checked, and wineries will be able to deal with those issues as with other orders. 

Shipping Methods

Shipping service levels and costs for the Marketplace are predefined. A few general options are available to keep things simple at the partner level: Ground, Overnight, and 2Day. The method that the customer selects will show on the order. Not all shipping methods will be available per partner, so please get in touch with your account manager for specifics.  

For WineDirect Fulfillment clients, orders will show as UPS, the standard carrier for WineDirect Fulfillment.  

For self-fulfillers, carriers of your choice can be used, but the service level must be the same. The following codes are provided on orders:

• UPS for Ground shipments
• UP2 for Two Day shipments
• UPAS for Overnight shipments

Shipping Collected

Any shipping collected will be appropriately distributed depending on the fulfillment arrangement for your winery, be it WineDirect Fulfillment or self-fulfillment. The system will ensure the proper amount is collected per the Marketplace agreement. 

Fulfillment and Order Updates

For wineries with WineDirect Fulfillment (WDF) integration or a connection to WD Fulfillment through ShipCompliant, the shipping codes will be passed to Fulfillment like other orders. Self-fulfilling clients must be able to meet the methods provided and will be required to enter their shipping information promptly (defined by your agreement) to comply with Marketplace requirements.

Additionally, for WineDirect Clients

Orders placed for multiple wineries can go on a single order. To achieve this, the marketplace orders will be fulfilled through a unique WineDirect Fulfillment account. This happens automatically and requires no action on your part.  

Products are automatically cross-referenced your products to a WineDirect Marketplace sub-inventory that you will see in the WineDirect Fulfillment Portal. For WineDirect Default pool users, inventory will only move to the sub-inventory when orders are placed. For WineDirect Marketplace pool users, the sub-inventory will align with the inventory amount you designated in WineDirect. As orders are processed, inventory is decremented in both locations automatically. Again, no action is needed on your part. 

For WineDirect Marketplace pool users, the sub-inventory will line up with the inventory amount designated in WineDirect; as orders are processed, inventory is decremented in both locations automatically.No action is needed on your part.

Since the Marketplace fulfills the order through the WDF individual account, your winery’s order flow will change to prevent double orders. This prevents the order from fulfilling through your WineDirect Fulfillment Primary AMC account. For direct integrations between WineDirect and WDF, the program prevents the Fulfillment, and then the order is automatically updated with order details such as tracking, ship date, and statuses.

For WDF clients that use ShipCompliant to fulfill orders, the prevention will happen by sending the order to ShipCompliant with the status of ‘In Process’ so that they are not part of automatic Fulfillment or manual releases to your WineDirect Fulfillment Primary account. Orders will have a prefix of VIN65API so they are easily identified. Marketplace will then update ShipCompliant with all the required order information so your reporting doesn’t miss a beat. Compliance checks are not affected. It is important to understand that you should not release these orders. No action is needed on your part.